Wealth Operations Associate – Vancouver

Wealth Operations Associate – Vancouver

12 Oct
|
CI Financial
|
Vancouver

12 Oct

CI Financial

Vancouver

CI Financial is seeking a Service Associate in Vancouver to support the Investment and Wealth Advisory Group. You will handle daily trade processing, paperwork for investments, and back-office liaison to ensure smooth team operations.

Candidates should have 2+ years in financial services operations, strong communication, and proficiency in MS Office. A team-oriented, detail-oriented mindset is essential for success in a quick-paced setting.
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📌 Wealth Operations Associate – Vancouver
🏢 CI Financial
📍 Vancouver

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